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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Blueprint Financial Advisors LLC
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|---|---|
| CRD # | 315570 |
| SEC # | 801-121848 |
| CIK # | 0002054129 |
| AUM | $201.5 M (2025-07-15) |
| Employees | 24 (71% Investors, 33% Brokers) |
| Phone | 844-200-2568 |
| Address | 1100 Kenilworth Ave Charlotte, NC 28204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Sprott Physical Silver Trust | 0.0 | ||
| Sprott Physical Gold Trust | 0.0 | ||
| Schneider National Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,289 | 193.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 7.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,298 | 201.5 |
| By Discretionary | ||
| Discretionary | 1,205 | 189.5 |
| Non-Discretionary | 93 | 12.0 |
| Total | 1,298 | 201.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.5 | |
| Total | 1,298 | 201.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054129] | |
| 13F-NT | [0002054129] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Albert D Mason Inc
✚
|
MA | 0.2 |
|
Values First Advisors Inc
✚
|
TN | 0.2 |
|
Central Pine Capital LLC
✚
|
NY | 0.2 |
|
Maclean Capital Advisors LLC
✚
|
CA | 0.2 |
|
Wedgewood Investors Inc
✚
|
PA | 0.2 |
|
HBE Wealth Management LLC
✚
|
NE | 0.2 |
|
Heritage Financial Counselors LLC
✚
|
NJ | 0.2 |
|
MRP Capital Investments LLC
✚
|
GA | 0.2 |
|
Walleye Partners LLC
✚
|
0.2 | |
|
The RUDD Company LLC
✚
|
TX | 0.2 |